The Weekly Brief
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Confidence Rebounding
We’re beginning to see confidence reemerge across a range of indicators. We explore the implications for markets in the Weekly Brief.
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Inflation Persistence
The risks are rising that inflation may become more persistent, which could keep interest rates higher for longer.
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Labor Participation Rising
Increasing labor participation can help further dampen wage inflation, which is welcome news for the Federal Reserve.
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Soft Landing Ahead?
For every month that inflation ticks lower and the economy holds strong, we get closer to a soft landing scenario.
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Economy Slowing Down
Daily and weekly high-frequency indicators are beginning to show signs of weakness in the US economy.
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Hawkish Fed Loop
As inflation falls, markets may turn bullish, which could result in a slower descent to the Fed’s 2% target.
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Wage Inflation Slowing
As wage inflation starts to moderate, the Fed may be in a position to be less hawkish in the months ahead. Learn more in the Weekly Brief.
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A New Narrative
The story in markets is evolving as we wrap up 2022 and head into the new year.
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QT Risks
Last week, Producer Price Index (PPI) data showed a decline in inflation, but not as much of a drop as the consensus had expected. That’s an important theme going into the week ahead, when we’ll be getting CPI inflation data on Tuesday followed by the FOMC meeting on Wednesday. The consensus expects CPI inflation to…
